The Razor’s Edge is an investing podcast that combines a prop trader’s viewpoint and deep-dive fundamental research to provide a unique take on the markets. The show is co-hosted by Akram’s Razor, a trader, tech enthusiast, meat lover, Marvel fanboy, battle tested activist short-seller and humble market servant, and by Daniel Shvartsman, VP of Content at Investing.com and someone who has seen thousands of investing pitches and ideas and how they play out over the past decade. The duo start with a theme or idea from Akram’s investing, then break it down to understand what goes into the idea, what could go wrong, and what else investors and traders need to know. They also interview industry leaders, executives, and other investors to get a wider perspective. The show has thousands of listeners around the world.
Episodes
Thursday Jun 11, 2020
Thursday Jun 11, 2020
We visit the software as a service sector for the third time in a row, as the earnings week we were waiting for came to pass. Zoom reported the so-called 'greatest quarter ever in software', and skewed expectations for peers like PagerDuty and Slack. So, does the market have the reaction right, and where do we go from here? Akram's Razor and Daniel Shvartsman break it down. Topics Covered 2:00 minute mark – Digging into Zoom's guidance 6:00 – The timing of PagerDuty and Slack's earnings (two days after Zoom's). 8:00 – What about the expansion in large clients for Zoom and potential new verticals 13:30 – How did Zoom's report affect PagerDuty/Slack's reports 18:00 – Why isn’t guidance going higher for some of these SaaS names? 28:00 – The longer onboarding cycle for Slack/PagerDuty 33:00 – The convergence of the attention economy 36:00 – The Dropbox angle 42:00 – Ramping up of adoption curves 48:00 – Macro and sector context to keep in mind
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